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Voice Assistants & CRM: Using Conversational AI to Improve Customer Engagement
By Nathan Rowan | Sep 15 2025
Voice Assistants & CRM: Using Conversational AI to Improve Customer Engagement Introduction: Voice assistants like Siri, Alexa, and Google Assistant have become everyday tools for consumers, but their impact goes far beyond checking the weather or ... Read More
Transforming Legacy Processes: Moving from Paper to AI-Enhanced CLM
By Nathan Rowan | Sep 10 2025
Migrating from paper and ad-hoc processes into a modern, AI-enhanced Contract Lifecycle Management platform is a big undertaking. This article provides a step-by-step migration pattern, practical tips, and a sample roadmap to make that transition ... Read More
AI-Powered Q&A Tools for CLM: Enhancing Contract Accessibility
By Nathan Rowan | Sep 10 2025
Natural-language Q&A tools powered by large language models (LLMs) and retrieval-augmented generation (RAG) can make contracts instantly searchable and understandable to business users. This article explains how those tools work, what benefits they deliver, and ... Read More
How Accountants Train for AI-Augmented Accounting Software
By Nathan Rowan | Sep 09 2025
Artificial intelligence is no longer a distant concept in accounting—it’s built directly into the tools accountants use every day. From auto-categorizing transactions to predicting cash flow, AI is changing the profession’s workflows. But adopting AI-augmented ... Read More
Generative AI in Invoice Generation and Customer Follow-Ups
By Nathan Rowan | Sep 04 2025
Generative AI is reshaping invoicing and customer communication, shifting from static templates to dynamic, context-aware messaging. From creating personalized invoices to drafting polite but firm follow-up reminders, AI is streamlining accounts receivable while preserving client ... Read More
AI-Embedded Bookkeeping Tools: Beyond the Basics
By Nathan Rowan | Sep 04 2025
AI isn’t just a bolt-on for bookkeeping anymore—it’s increasingly the engine that drives categorization accuracy, faster closes, cleaner reconciliations, and proactive cash planning. Here’s how modern AI-embedded bookkeeping tools go beyond the basics, what to ... Read More
Getting Started with AI Fundraising: Essential Checklist for Nonprofit Leaders
By Nathan Rowan | Aug 14 2025
Your Complete Implementation Roadmap and Decision Framework Implementing AI fundraising systems can transform nonprofit performance, but success requires careful planning, stakeholder alignment, and systematic execution. This comprehensive checklist guides nonprofit leaders through the complete AI transformation ... Read More
The Future of AI in Nonprofit Fundraising: Trends and Predictions for 2025-2030
By Nathan Rowan | Aug 14 2025
Emerging Technologies and Strategic Implications for Nonprofit Organizations The AI fundraising landscape continues to evolve rapidly, with emerging technologies promising even greater capabilities for nonprofit organizations. Understanding future trends helps nonprofits make strategic technology decisions and ... Read More
AI Fundraising for Small vs Large Nonprofits: Choosing the Right Approach
By Nathan Rowan | Aug 14 2025
Tailored Strategies Based on Organization Size and Resources AI fundraising benefits organizations of all sizes, but implementation approaches, vendor selection, and feature priorities vary significantly based on nonprofit size, budget, and complexity. This guide helps organizations ... Read More
AI Fundraising Technology Requirements: What Nonprofits Need to Know
By Nathan Rowan | Aug 14 2025
Infrastructure, Integration, and Security Considerations for AI Implementation Successfully implementing AI fundraising systems requires careful consideration of technology infrastructure, integration complexity, and security requirements. This guide helps nonprofit organizations understand and plan for technical requirements. Core Infrastructure ... Read More